Saldeo allows you to automatically download purchase invoices directly from KSeF, which simplifies accounting and eliminates manual data entry.

Importing purchase invoices from KSeF to Saldeo

1
In order to be able to import invoices into Saldeo, you must upload the certificates into Saldeo from KSeF. First, select Dokumenty from the left-hand menu in Saldeo.
2

Click Pobierz z KSeF and select Faktury kosztowe from the drop-down list.

3
Select the period during which the invoice was registered in KSeF and click Szukaj.

Please note: This field indicates the date the invoice was registered in KSeF, not its reporting period. Therefore, when calculating the reporting month, you should also consider invoices registered in the following calendar month if they relate to sales from the current period. For example, invoices with a February sale date can be issued up to and including March 15; in this case, they will appear in March but will be calculated for the February reporting period.

4

After opening the preview of the invoices registered in KSeF, mark the necessary invoices in the left column and select Pobierz.

5
Wait for some time, then refresh the page. The invoices marked for import from KSeF will appear on the documents page in the month corresponding to the date of issue. Invoices downloaded from KSeF must be approved.
6
To approve the issued invoices, in the same window with the downloaded invoices, mark them in the left column and select Edytuj → Zatwierdź faktury z KSeF.
7
In the pop-up window, confirm the approval of the invoices by selecting Zapisz.
8
After processing, a pop-up window will display a processing report, including information on successfully processed documents, as well as any possible errors in invoices or skipped invoices. Select Zamknij i odśwież listę.
9

Approved invoices will be highlighted in bright green. Invoices with errors will be highlighted in red, and unprocessed invoices will be highlighted in gray.

Done!

Make sure to verify that all necessary invoices have been uploaded and approved in Saldeo before confirming the document set.